Institutional Ownership Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM). We have compiled data on the 991 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
45,382
shares
|
$2.15 Million
0.49% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
45,084
shares
|
$2.14 Million
0.14% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
44,797
shares
|
$2.13 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
43,665
shares
|
$2.07 Million
0.28% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
43,519
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
43,377
shares
|
$2.06 Million
0.52% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
43,357
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
43,263
shares
|
$2.05 Million
0.12% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
43,062
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 22, 2026 Q4 2025 |
42,674
shares
|
$2.02 Million
1.54% of portfolio
|
Q4 2025
Added 6.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
42,506
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
42,148
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
42,123
shares
|
$2 Million
0.13% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
42,104
shares
|
$2 Million
0.26% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
42,054
shares
|
$2 Million
0.15% of portfolio
|
Q2 2025
Added 33.89%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
41,832
shares
|
$1.98 Million
0.56% of portfolio
|
Q4 2025
Added 6.23%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
41,670
shares
|
$1.98 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
41,427
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
41,190
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2025
Added 40.98%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
40,917
shares
|
$1.94 Million
1.09% of portfolio
|
Q4 2025
Added 4.1%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
40,808
shares
|
$1.94 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
40,522
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
40,308
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
40,182
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
39,886
shares
|
$1.89 Million
0.07% of portfolio
|
Q4 2025
Reduced 4.65%
|
|